Jennifer Plenert joined NBFWM in 2011 as part of the Wellington West acquisition and has been an invaluable part of the team ever since. With her Bachelor of Arts (Psychology) from the University of Winnipeg, she works with our wealth advisors to maximize revenue and productivity opportunities within the region. In 2015, she received the NBFWM Recognition Award thanks to her work in compliance in the Prairies. She’s now responsible for delivering results through sales management leadership in the Toronto area.
Our team in Toronto
Learn more about our regional managers and join our team
Join NBFWM in Toronto
With branches in Toronto, GTA, London, Chatham and Oshawa join our team in Toronto and reach your full potential.
Our regional manager
By the numbers
Number of branches
7
Number of wealth advisors:
56
Assets under management:
$12.5 billion
Branch locations:
Toronto, Highway 7, Barrie, London Pall Mall, Chatham and Oshawa.
Regional Support:
Liz Oliveira, Manager, Administration and Operations Support, oversees the region’s branch operations and works closely with Jennifer in supporting the administrative needs of the region.
Our national leaders
Toni Yako
Vice President, National Business Development Ontario
Toni Yako has built a reputation for working with wealth advisors to determine how they can make their vision for their careers a reality. Since joining NBFWM in 2009, Toni has developed an innate sense of what his potential partners need to succeed. That includes providing an entrepreneurial perspective and helping them grow their teams. His passion for providing in-depth support allows him to offer a unique level of insight.
Why NBFWM is the best of both worlds
Our culture
2 min. 26 sec. Transcript
Testimonial - Jennifer Plenert Senior Vice-President and National Manager & Simon Lemay, Senior Vice-President and National Manager
Not a wealth advisor?
We’re looking for professionals of all backgrounds to help us build the bank of tomorrow.
Life as a female wealth advisor at NBFWM
Enjoy a supportive environment, flexible work model, attend exclusive events and much more when you join the NBFWM team.
Putting our advisors first
We take pride in fostering an inclusive work environment that allows our wealth advisors to reach their professional and personal goals.
Mentorship program
Help guide the next generation of women in finance with our mentorship program designed to provide hands-on experience with valuable workshops, webinars and networking opportunities.
About NBFWM
Because of our best-of-both-worlds offer, our wealth advisors, on average, have a 20+ year tenure with NBFWM. And that number is growing.
About NBC
National Bank of Canada is a bank with a human touch that forms,
along with its subsidiaries, one of Canada’s largest financial groups.
With more than 31,000 employees, we stand out for our boldness,
entrepreneurial culture, passion, and commitment to diversity.
Little details that matter
I feel like we differentiate ourselves with our best of both world culture. We have the backing of a big six Canadian bank at the same time. We're a little bit smaller. We're nimble, we're very entrepreneurial. We like to say that we're big enough to scale and small enough to care. It's not the bank on one side and the advice on the other side. We collaborate together and we actually come up with a good ideas together. We're there to support them so that they can cater better that our clients with over 850 advisors in a network. They all have different business models. So our job is to make sure to cater to all different business models and we're able to do this. And this is why we've been having so much success lately at attracting top quality advisors. I mean, ultimately the true partnership comes from the respect we have for what they do and how much they take care of their clients. And that goes a long way. So the real culture, the entrepreneurial culture is not just something we say, it's something we actually believe in. You know, we've grown a lot over the past couple of years, and the resounding answer is always culture. And we've mentioned culture a bunch of times already, but ultimately it really does come down to that. We love advisors. We love brokerage. One of the biggest things advisors mentioned is the fact that we have a really open door policy. We have a flat management structure. So whether it's advisors or associates, you have access to head office executives, to Simon or myself and all of the regional management team and you can tell that we care. And I think that really comes through in our policies, how we do business and ultimately our structure. And people love it. Our Net Promoter score is one of the highest on the street, and that comes because clients are happy with their advisors, because advisors are happy with the firm. This goes really a long way. Like I said, our business model is catered or built around the clients. We've managed to build a amazing infrastructure of an advisor council, so we have an advisor council with advisors from across the country sitting on our council. We get their feedback. Their feedback is valuable for us and this is how we make the decisions to build a future with them. So we grow as our advisors grow. But we're doing this together into that true partnership that we have with them.